WRF

Waddell & Reed Financial Portfolio holdings

AUM $48.6B
1-Year Est. Return 84.53%
This Quarter Est. Return
1 Year Est. Return
+84.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$40.4B
AUM Growth
+$5.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$166M
2
+$138M
3
+$121M
4
APTV icon
Aptiv
APTV
+$117M
5
AZO icon
AutoZone
AZO
+$109M

Top Sells

1
+$199M
2
+$171M
3
+$166M
4
AAPL icon
Apple
AAPL
+$156M
5
UNH icon
UnitedHealth
UNH
+$144M

Sector Composition

1 Technology 26.97%
2 Healthcare 14.61%
3 Consumer Discretionary 13.15%
4 Industrials 9.98%
5 Financials 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
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